Josh Brown likes "one-way bets" where the growth trend won't be reversing any time soon, and...

|By:, SA News Editor

Josh Brown likes "one-way bets" where the growth trend won't be reversing any time soon, and sees "Big Data" - gathering, analyzing and utilizing digital information as a form of business intelligence - as one of the best examples. Investors waking up to the potential of this theme could consider stocks such as Tibco (TIBX) and Informatica (INFA), he says.